Musk comments on Anthropic's revenue benchmark, suspects $65B valuation leak for IPO

elonmusk · x · 2026-08-18

Elon Musk cited an analyst noting Anthropic's #1 rank on "RevenueBench" as the most important metric. However, he also pointed out that Anthropic is losing market share to OpenAI, open source, and Grok. Musk speculated that the recent $65B valuation leak was likely orchestrated for their IPO roadshow to demonstrate ARR growth after recent capacity expansion.

Related event: Anthropic's Annualized Revenue Tops $65 Billion as Fall IPO Looms(23 posts)→

Original post →

More from Companies & People

Companies & People channel →